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SPDR S&P 500 ETF Trust

3,284 hedge funds and large institutions have $247B invested in SPDR S&P 500 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 1,256 increasing their positions, 1,418 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,284
Holders Change
+45
Holders Change %
+1.39%
% of All Funds
51.79%
Holding in Top 10
937
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.85%
% of All Funds
14.78%
New
185
Increased
1,256
Reduced
1,418
Closed
105
Calls
$246B
Puts
$496B
Net Calls
-$250B
Net Calls Change
-$32.8B
Name Holding Trade Value Shares
Change
Shares
Change %
CSWM
2201
Cassady Schiller Wealth Management
Ohio
$1.34M +$203K +458 +18%
LWIC
2202
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.34M -$9.31K -21 -0.7%
MF
2203
Meridian Financial
Massachusetts
$1.33M
GPA
2204
Garrison Point Advisors
California
$1.33M +$54.5K +123 +4%
WIA
2205
Westbourne Investment Advisors
Maryland
$1.33M -$27K -61 -2%
HHAM
2206
HITE Hedge Asset Management
Massachusetts
$1.33M
NA
2207
Nordwand Advisors
Pennsylvania
$1.33M
PAS
2208
Professional Advisory Services
Florida
$1.33M +$4.88K +11 +0.4%
MCM
2209
Maple Capital Management
Vermont
$1.33M -$153K -345 -10%
FWP
2210
Falcon Wealth Planning
California
$1.33M +$463K +1,045 +54%
SCA
2211
STALEY CAPITAL ADVISERS
Pennsylvania
$1.32M -$176K -397 -12%
PCG
2212
Prosperity Consulting Group
Maryland
$1.32M -$117K -263 -8%
LCM
2213
Liberty Capital Management
Michigan
$1.31M
CBNLCF
2214
Cognios Beta Neutral Large Cap Fund
Kansas
$1.31M
MCM
2215
Mattern Capital Management
Colorado
$1.31M -$7.54K -17 -0.6%
MPCG
2216
Matrix Private Capital Group
New York
$1.31M -$3.11K -7 -0.2%
PIA
2217
Powell Investment Advisors
Florida
$1.31M +$8.01K +18 +0.6%
LK
2218
Lumbard & Kellner
New Hampshire
$1.31M -$63.7K -142 -5%
SAM
2219
Summit Asset Management
Tennessee
$1.3M
BWM
2220
BerganKDV Wealth Management
Minnesota
$1.3M -$127K -286 -9%
GKIM
2221
GW&K Investment Management
Massachusetts
$1.3M -$7.15M -16,130 -85%
WG
2222
Welch Group
Alabama
$1.29M -$139K -314 -10%
PAWA
2223
Palo Alto Wealth Advisors
California
$1.29M
TWM
2224
Triton Wealth Management
Arizona
$1.29M +$1.8K +4 +0.1%
BA
2225
Ballast Advisors
Minnesota
$1.29M -$130K -293 -9%